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Introduction
Greetings everyone, and welcome to our journal article that will discuss whether you can change the icon for the out of the box entity in Dynamics CRM. Microsoft has provided us with a wide range of features in Dynamics CRM, including the ability to customize the user interface. However, one of the most asked questions by many CRM users is whether they can change the icon for the OOB entity in Dynamics CRM. In this article, we will delve deep into the topic and provide you with a comprehensive explanation of the same.
If you are a Dynamics CRM user who is looking to personalize their user interface, then this article is for you. We understand that customizing the interface can be a bit challenging, especially when it comes to changing the default icon for OOB entities. That is why we have created this article to simplify the process and provide you with an easy-to-follow guide that will enable you to change the default icon for OOB entities in Dynamics CRM.
Can You Change the Icon for OOB Entity in Dynamics CRM?
The answer is yes. It is possible to change the icon for OOB entities in Dynamics CRM. However, it requires a bit of technical know-how and a thorough understanding of the CRM system. The process is not as straightforward as it seems, and that is why we have created this guide to help you through the process.
What are Out of the Box (OOB) Entities?
OOB entities are standard entities that come with every Dynamics CRM instance. They are entities such as Account, Contact, Lead, Opportunity, and many others. These entities have predefined settings in terms of their functionality and user interface, including their default icons.
Why Change the Icon for OOB Entities?
Changing the icon of an OOB entity can add a personalized touch to your CRM system, making it more user-friendly and aesthetically pleasing to the user. It can also help distinguish between different entities quickly and efficiently, allowing users to navigate through the system quickly.
The Process of Changing the Icon for OOB Entity in Dynamics CRM
The process of changing the icon for OOB entity in Dynamics CRM involves the following steps:
| Step | Task |
|---|---|
| 1 | Connect to the CRM system using a system administrator account. |
| 2 | Navigate to Settings > Customizations > Customize the System. |
| 3 | Select the entity whose icon you want to change. |
| 4 | Navigate to the Entity Information section and click on the ‘Change Icon’ button. |
| 5 | Select the new icon you want to use for the entity and click on the ‘Save’ button. |
| 6 | Publish the changes for the entity, and you are good to go. |
Frequently Asked Questions (FAQs)
1. Can I change the icon for custom entities?
Yes. The process of changing the icon for custom entities is the same as the process for changing the icon for OOB entities. You need to navigate to the Entity Information section and click on the ‘Change Icon’ button.
2. Will changing the icon for an OOB entity affect its functionality?
No. Changing the icon for an OOB entity will not affect its functionality in any way. It is simply a cosmetic change that makes it more user-friendly.
3. Can I use my own custom icons?
Yes. You can use your own custom icons for OOB entities or custom entities. All you need to do is upload the icon to the web resources and select it when changing the icon for the entity.
4. Can I change the icon for system entities?
No. You cannot change the icon for system entities, as they are an essential part of the CRM system.
5. Will changing the icon affect the entity views and forms?
No. Changing the icon will not affect the entity views or forms. It is only a cosmetic change that makes the entity more visually appealing.
6. Can I change the icon for dependent entities?
No. You cannot change the icon for dependent entities, as it is associated with the parent entity.
7. Can I change the icon for OOB dashboards?
No. You cannot change the icon for OOB dashboards, as they are an essential part of the CRM system.
8. Why is the ‘Change Icon’ button disabled for some entities?
The ‘Change Icon’ button is disabled for entities that are part of the core CRM system and cannot be modified or deleted.
9. Can I change the icon for the ‘My Activities’ view?
No. You cannot change the icon for the ‘My Activities’ view, as it is an essential part of the CRM system.
10. How long does it take for the changes to reflect?
Once you publish the changes, the changes should reflect almost immediately. However, in some cases, it may take a few minutes for the changes to reflect.
11. Can I change the icon for inactive entities?
No. You cannot change the icon for inactive entities.
12. Can I change the icon for entities in a managed solution?
No. You cannot change the icon for entities in a managed solution.
13. Can I change the icon for OOB system views?
No. You cannot change the icon for OOB system views, as they are an essential part of the CRM system.
Conclusion
In conclusion, it is possible to change the icon for OOB entities in Dynamics CRM, but it requires a bit of technical know-how. We have provided you with a comprehensive guide on how to change the icon for OOB entities in Dynamics CRM and answered some of the most frequently asked questions on the topic. We hope that this guide has been helpful to you, and we encourage you to take action and personalize your CRM system by changing the default icon for OOB entities.
Take Action Now
If you are ready to personalize your CRM system, then it’s time to take action. Follow the steps outlined in this guide and change the icon for OOB entities in Dynamics CRM today.
Closing/Disclaimer
Thank you for taking the time to read this journal article on whether you can change the icon for OOB entity in Dynamics CRM. We hope that this article has been informative and helpful. However, we would like to remind you that the process of changing the icon for OOB entities can be a bit technical, and it is always advisable to seek the help of a professional if you encounter any challenges while doing so. Additionally, this article represents our opinion on the topic, and we cannot guarantee that the steps outlined will work for everyone. We encourage you to test the process on a non-production environment before making any changes on the production environment.
